Temple Gray

About

Temple Gray Ltd is a Financial Planning Practice, directly authorised and regulated by the Financial Conduct Authority (FCA), with offices in Co. Tyrone and Lancashire. Our clients are based throughout the UK, but we also have deal with clients further afield. Being independent enables us to source the entire marketplace for the best solution/product to suit each client’s unique circumstances. Temple Gray comprises of Colin McHugh and Paul Fletcher. Having worked together for a number of years, Temple Gray was established in 2017 with a commitment to put clients at the heart of everything we do, providing clear, expert, bespoke advice to each client. With a combined industry experience of almost 60 years, Colin and Paul have acquired qualifications and expertise in Retirement and Pension Planning, Defined Benefit Transfer Advice, Investment Advice, Personal and Corporate Financial Planning, Wealth Management, Estate Planning and Equity Release and Protection. We specialise in providing defined benefit advice and retirement planning. As a client of Temple Gray, you will receive a bespoke and personal service. You will benefit from fully independent advice backed up by the latest research capabilities. As a fully independent financial services company, you benefit from a comprehensive range of services and independent financial solutions. One of our areas of specialism relates to pension planning, this includes advice regarding occupational and final salary pension transfer advice. This specialist area of retirement planning includes the consideration of income drawdown, annuity and appropriate investment in order to deliver sustained pension income in a tax efficient and client specific manner. The Temple Gray process relies on understanding you as an individual, designing a clear, workable and dependable solution which is fully explained and agreed ahead of any action taken by you - the client.

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